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Cerity, Mercer and Summit Trail chiefs say tripling of practice buyers means multiples are staying flush, but they urge some caution to on-the-fence RIA sellers.
The Empyrion owner will now work under the $48-billion, Denver and Santa Barbara RIA rollup, which keeps finding women in wealth who believe it transcends 'pale, male and stale'
The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.
As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy
As part of a barrage of big moves by Mercer Advisors, Tamarac gets superseded for rebalancing
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